Rolleri & Sheppard CPAs, LLP

Rolleri & Sheppard CPAs, LLP CPA firm with the latest insights and standards in tax, audit, and consulting services.

When questions about arise, the person with clear records is always in the stronger position.Alimony payments can span...
07/22/2026

When questions about arise, the person with clear records is always in the stronger position.

Alimony payments can span years and involve significant money, yet many people don't think about documentation until tax season arrives or a dispute surfaces. By then, reconstructing a full payment history is difficult.

The good news? A few simple habits can keep your records accurate and ready whenever you need them, and staying organized throughout the year is far easier than piecing it together later.

Read the full blog on our website to learn more ⬇️
https://rollerisheppardcpas.com/blog/how-to-keep-better-records-of-alimony-payments-throughout-the-year/

At our firm, we believe that great starts with genuine relationships and ends with your total peace of mind, far beyon...
07/20/2026

At our firm, we believe that great starts with genuine relationships and ends with your total peace of mind, far beyond numbers and spreadsheets.

We take pride in delivering professional, caring, and principled to our clients during life’s most significant transitions.

If you're looking for a team that treats you and your goals as a true priority, we'd love to connect. Contact us today: https://rollerisheppardcpas.com/contact-us/

We handle the numbers so you can handle the big picture.Working with Rolleri & Sheppard means you can focus your time an...
07/14/2026

We handle the numbers so you can handle the big picture.

Working with Rolleri & Sheppard means you can focus your time and energy on what matters most, confident that your financial goals are in capable hands.

A heartfelt thank you to our clients for their trust, support, and kind words! If you need a financial partner who keeps your best interests at heart, reach out to us today: https://rollerisheppardcpas.com/contact-us/

If your income is complex, your reconciliation likely won't be simple.For executives, business owners, and other high-...
07/10/2026

If your income is complex, your reconciliation likely won't be simple.

For executives, business owners, and other high-income individuals, annual alimony reconciliation involves far more than comparing support payments to a year-end W-2. agreements often tie alimony to variable compensation, which means the real work is in the details, and this is where a skilled tax professional makes the difference.

If alimony is tied to complex compensation in your divorce agreement, precision protects both parties. Read the full blog on our website to learn more: https://rollerisheppardcpas.com/blog/alimony-reconciliation-for-high-income-or-complex-compensation-situations/

Reviews like this remind our team exactly why we do what we do.A heartfelt thank you to our clients for recognizing the ...
07/06/2026

Reviews like this remind our team exactly why we do what we do.

A heartfelt thank you to our clients for recognizing the qualities we work hard to bring to every relationship:

🤝 Professional, knowledgeable guidance you can rely on
✨ A seamless experience from start to finish
💪 A team that works tirelessly, even through complicated matters
📈 A trusted partner you can count on for the long haul

Few things mean more to us than knowing that our clients feel supported, informed, and genuinely cared for. If you're looking for an team that treats your business and well-being as a true priority, we'd love to connect. Contact us today: https://rollerisheppardcpas.com/contact-us/

To our clients: thank you for your trust and your kind words. We don't take it lightly!At Rolleri & Sheppard, our goal i...
07/01/2026

To our clients: thank you for your trust and your kind words. We don't take it lightly!

At Rolleri & Sheppard, our goal is to make complex financial matters feel manageable so you can move forward with clarity and confidence. A special thank you to Senior Accountant Alda Huli and Managing Partner Ryan C. Sheppard, CPA, CFF, who were both named in this review for the care and dedication they brought to this client.

Learn more about our firm at the following link: https://rollerisheppardcpas.com/about-us/

Your alimony agreement was set on the day of your divorce; your finances were not.When life alters your finances but you...
06/29/2026

Your alimony agreement was set on the day of your divorce; your finances were not.

When life alters your finances but your alimony agreement doesn't adapt, you open the door to payment errors, disputes, and surprise tax problems, and that's where annual comes in.

Why does it matter? Annual reconciliation can help you:

✅ Avoid disputes over income changes that lead to overpayment or underpayment
✅ Stay compliant with tax laws
✅ Prevent enforcement issues by catching discrepancies early and keeping a clear record
✅ Support accurate financial planning around budgeting, retirement, and taxes
✅ Ensure court orders with periodic review provisions are actually followed

If alimony is part of your agreement, an annual review is key to your protection. Learn more in our latest blog: https://rollerisheppardcpas.com/blog/why-annual-alimony-reconciliation-matters-after-divorce/

Big life changes rarely come with a financial instruction manual.Marriage, divorce, a new baby, a career pivot, retireme...
06/26/2026

Big life changes rarely come with a financial instruction manual.

Marriage, divorce, a new baby, a career pivot, retirement, an inheritance — each one of these exciting moments can quietly reshape your tax obligations and your entire , and that's where a skilled professional makes all the difference. The right guidance helps you make informed decisions, avoid expensive mistakes, and stay positioned for long-term success.

Discover how major life events can impact your by reading the full blog on our website: https://rollerisheppardcpas.com/blog/how-major-life-changes-can-reshape-your-financial-strategy/

We are excited to welcome Mawasi Charles, EA, to the firm as a Senior Accountant!With a strong background in audit, fina...
06/22/2026

We are excited to welcome Mawasi Charles, EA, to the firm as a Senior Accountant!

With a strong background in audit, financial reporting, and tax preparation and compliance services, Mawasi brings several years of public experience and holds a federally recognized tax credential supporting his expertise in matters.

Throughout his career, he has worked with a diverse range of clients, providing assurance, compliance, and advisory support while assisting organizations with complex financial reporting and regulatory matters. We are pleased to have Mawasi on board and look forward to the experience and perspective he will bring to our firm and our clients.

For more information about the R&S team: https://rollerisheppardcpas.com/about-us/our-staff/

06/18/2026

Ready to enroll your child in a and jumpstart their ?

A Trump Account is a great way to begin saving for your child's future, and enrolling them is a straightforward, two-step process. If your child is eligible, simply make the election with the IRS and then, once processed, all that's left is to activate the account. This same process applies when requesting the government's $1,000 pilot contribution.

Ryan C. Sheppard, CPA, CFF, walks through the enrollment process and other details about Trump Accounts in this video blog:
https://rollerisheppardcpas.com/videos/a-rundown-on-trump-accounts/

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Fairfield, CT
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